Why Choose LPL Financial

We offer advisors various affiliation models to run their practice their way. Our flexible platform allows for easy transitions as your business grows, ensuring minimal disruption. Connect with the support level you need for your desired practice.

As a financial advisor, you work hard to take care of your clients and deserve to be rewarded for that hard work. Take advantage of the potential to keep more of what you earn and improve your profitability with LPL's  competitive payouts and pricing.

Transitioning to a new firm can be overwhelming. LPL has helped thousands of advisors smoothly navigate the process. From client retention to repapering and compliance, we're here to guide you efficiently and ensure a seamless transition for your practice.

Take your practice to the next level with a strategic partner who wants to invest in you and your future. Our team has helped hundreds of advisors with transition assistance, business valuation and acquisition support so you can hit the ground running.

Deliver personalized financial advice on your terms with LPL Financial. We have no proprietary products, allowing you to provide objective recommendations. Our experienced research team offers timely, independent market research to support your clients' needs and goals.

Improve efficiency and accuracy with LPL's automated systems for account opening, document imaging, transaction execution, and account rebalancing. Our size enables us to invest in financial technology, resources, and staff to support advisors' growth.

Learn the four business-building strategies your peers use to excel and how you can achieve impressive results.

LPL understands all the questions around transitioning your practice. Read this white paper for the answers.

If you’re considering a move to a new firm, this guide can serve as a map to help you navigate your options.